Spreadsheets
The
Spreadsheets
tab is used for uploading and extracting spreadsheets. The tab and spreadsheets are configurable to the client company’s specific needs. The spreadsheets can be used to extract or load volumes of data to enhance and facilitate internal processes.To export a spreadsheet, click the
Select Extract
drop-down and begin typing the name of the spreadsheet. Choose a spreadsheet to extract, and then click Export
.
To upload a spreadsheet, enter a name into the
Select Upload
field. Click Browse
, choose a file to upload to the system, and then click Upload
.
Related Content
-
Export Invoice Management
Format:
Article